We are value-driven and team-oriented professionals, working our mission to help families protect and preserve their desired lifestyles and achieve their retirement goals. We apply the highest ethical standards in everything we do while providing superior, caring and personalized service to clients and their families.
About the Job
Petros Financial Group and Woman’s Worth® LLC is seeking an outgoing, motivated self-starter and experienced individual for the firm's main office location. Petros Financial Group is an integrated retirement planning firm headquartered in Jacksonville, FL with offices in Palm Coast, and Winter Park. Woman’s Worth® LLC, an affiliate company, specializes in the unique lifetime income planning needs of women and serves women in a female-friendly manner. The purpose of this position is to ensure smooth day-to-day operations while providing superior service to the firm's prospective and existing clients, with a high level of follow-through and communication.
The position requires the individual to perform general administrative services along with marketing coordination duties such as incoming calls, outbound calls, calendar management, maintaining the office appearance, welcoming clients to the office, assisting with marketing and event planning, and meeting goals to ensure prospect appointments are set to fill all revenue days. Additionally, the individual will be responsible for supporting the Palm Coast and Winter Park, FL offices and backfilling needs as required.
Key Job Duties:
Full Time; 8:30AM - 5:30 PM Monday through Friday; Some evenings in support of company events
$31,000-$32,000/ year; dependent on relevant job experience
10 Paid Corporate Holidays
Paid Time Off (PTO) – 1 - 4 weeks of paid time off based on years of service
Health Insurance – 50% of employee premium paid
Vision and Dental Insurance – 50% of employee premium paid
401(k) – Traditional or Roth options
Discretionary Profit Sharing – 3% - 5% or more of annual salary based on firm’s profitability